Steven L. Polaski, CFP® is a CERTIFIED FINANCIAL PLANNERTM practitioner serving clients in the Tri-Valley area and East Bay. He has been helping his clients plan their financial futures for over 10 years. Steve specializes in:

  • Comprehensive retirement planning
  • Educational funding for children and grandchildren
  • Wealth management
  • Legacy and estate planning
  • Life Insurance and annuities
  • Tax-free and tax-advantaged investments